roll-up summary fields calculate values from a set of related records, such as those in a related list

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14 views

Is there an option to prevent an Opportunity update on OpportunityLineItem update?

I have triggers on both, Opportunity and OpportunityLineItem (OLI). On a specific update to an Opportunity, there's a big process started at the end of which I need to update all OLIs related to the ...
1
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2answers
25 views

Validation Rule criteria

I have two custom objects Event & it's child Event_Attendee. Now I have a Mobile ID field on Event_Attendee based on which I need below validation Rule. OR(AND(Event_Attendee_Count__c > 1 , ...
1
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1answer
30 views

SOQL: Differing results when adding a relationship field

I'm experiencing something strange with my SOQL results. Our salesforce has a custom sObject named Deals__c and an intermediary object, contact_deals__c which solves the m2m relationship between ...
3
votes
1answer
21 views

Number of Events in last 3 months

I log events against my accounts, and would like to display a field on which I count the number of closed events in the last 6 months. I tried doing that using a roll up field, but that won't work, as ...
0
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1answer
53 views

Trigger for Sum Of Fees of Contacts on Account [closed]

I wish to write a trigger for to sum up Fees (Custom Field) on the Contact object. The sum needs to be displayed on the account object as a Total Fee. For Example - I have an Account A1 that has 3 ...
0
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0answers
28 views

PLEASE help with validation rule [duplicate]

I need to create validation rule(maybe on roll-up-summary fields) without code..only with Salesforce default functionalities : Limiting Samples – Customer cannot get more than 4 samples per month, ...
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0answers
23 views

Roll up summary custom logic fails

Can any one help me out .I have a visual force page created for 4 reports and has wizard controller written.Now we would like do some custom calculation to change the Value.The logic was working fine ...
0
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2answers
86 views

Rollup Summary field value does not get changed on the code written

Can any one help me on this ?RollUp Summary field can be multiplied in a visual force page.Based on the condition ,I need the value of the RollUp summary to get multipled (0.01) in wrapper class . ...
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0answers
34 views

Currency Conversion Issue

I am working on a OptyLineItem trigger that does a rollup summary on the Opty header of a custom currency field on the OptyLineItem. The default currency is USD and Advanced Multi-currency is ...
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0answers
9 views

How to get the Curreny Formula field intialise

Can any one help me out ?How to get the Currency Formula field intialise to get an total display.I have a Extension as a formula field with currency data type.The Extension field value gets change ...
0
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0answers
31 views

Rollup Summary Value to be changed based on condition

Can any one help me on this? I have a Visualforce page created on Opportunity object which is PDF format. I have few RollUp summary fields created on opportunity object. There is a Wrapper class ...
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1answer
112 views

What is the diffrence between formula field and Rollup summary in Salesforce?

i have a confusion on whether to go for formula fields or roll up summary fields in some situations. As we can calculate the aggregate values in formula fields also, why/when should we go for Roll up ...
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1answer
36 views

How do I delete a Rollup custom objects.

I would like to know how to delete a Rollup custom field from Salesforce. These fields use the Rollup helper installed package.
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1answer
139 views

rollup summary field lookup relationship

I need to create rollup summary type of field on Object A by summing specific field from Object B where Object A is master, Object B is child and there exists a lookup relationship between the two. ...
1
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3answers
205 views

1:1 relationship

What is the best way to create 1:1 relationship in Force.com. I have an Object A. What i need to create is another object B, which will be like an extension to this object. Since there are already ...
0
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0answers
36 views

Can a Value of an object filter be edited by apex code?

I have a Roll-up summary field on an object, it has a filter by year number. I want instead of manually change that number, create a batchable that i can execute to change this value. Is that ...
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0answers
72 views

Design Advise Needed for Lookup Roll Up Summary Without a Trigger

I have a custom object called Sales Leaders which contains a field called total AGP (Allocated Gross Profit). This needs to be the sum of all Sales Leader AGP values on the Opportunity. It's not ...
2
votes
1answer
58 views

Formula field on the Account Page

I'm looking to create a formula field on the Accounts Page. I'm not sure how to go about setting this up. It needs to calculate the Account's lead conversion rate for that Account, which would take in ...
0
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0answers
40 views

Rollup-Summary: wrong values due to delayed update

We are creating ~20.000 parent objects with ~500.000 child objects with an apex batch process. Those records are then taken and further processed in a second batch. The parent objects do contain ...
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1answer
265 views

Having trouble with a roll-up summary field that is trying to use a formula(date) child field

What I want to happen: Each opportunity has a custom formula field, with a return type Date, called "CASL Implied Consent Expiry date". If the OPP is Stage=Closed LOST, the Expiry date will be the ...
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1answer
93 views

Rollup via Lookup Issue

I put together a trigger that will perform a rollup summary (SUM) on a record that is associated via lookup. The trigger works perfectly if I want to include all the lookup records in the calculation. ...
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0answers
32 views

Unable to change the target field of a managed rollup summary. What's the reason behind that?

I just found out that I reference the wrong field in my SUM Rollup Summary field. It is managed and was already released. And it seems I cannot change this anymore. 1) Why is this not allowed while ...
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2answers
136 views

Need Help on Roll up Summary Fields

I have two objects Test Plan ( Master ) and Test Plan Script ( Detail). Test Plan has 2 roll up summary fields - "Scripts passed" and "Scripts failed" where summary type = count and filter condition ...
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1answer
81 views

How to create Rollup summary between standard and custom objects where the detail object displays the total amount of opportunities.

I have two objects 'Opportunity' and 'Project'. I want to create a Roll-up summary where the sum of all opportunities raised to a particular project can be displayed in that Project object. The ...
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1answer
81 views

Updating master record with contents of detail record

I have a master detail relationship between accounts and a custom object, memberships. The membership object contains fields for start date, end date, membership package (picklist) and subscription ...
0
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2answers
125 views

Rollup Opportunity fields on Custom object

I have custom object that is between Account and Opportunity. I need it to roll up some of the field from the opportunity, but I can't because the opportunity cannot have another master, and rollups ...
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0answers
14 views

Split Revenue Salesforce

Is it possible that Given an estimated Revenue for an Account based on the Start and and End Date, Revenue can be split monthly. For example, if an Account X will generate 10,000 and started on April ...
1
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1answer
54 views

I need to create a field on the Accounts object of projections this quarter from opportunities with multiple invoice dates

My company's opportunities have custom fields on opportunities with up to 5 different invoice dates/amounts. I would like to create a field on the accounts object that will sum any of the amounts ...
7
votes
2answers
278 views

Rollup Summary Fields with multi currency are not working on Salesforce1

I have a Master-Detail relationship between two custom objects. A rollup summary field sums up a currency field on all detail objects with an specific record type. The Rollup summary field is ...
0
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0answers
53 views

Rollup summary field: Describe precision

I have a rollup summary field field1 that calculate a SUM of a number field childfield (in a detail object and having 1 as length) Is that normal that when i describe field1 i get the value 1 in ...
0
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0answers
121 views

Getting count of no. of related list records in a Master object without duplicates

I have two objects. Pipeline (Master) and Resource (Detail). I have to take the count of records in the related List of Pipeline object without any duplicate records. That means if there are 2 ...
1
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4answers
93 views

Add rollup Field on Account

I have two object one is "Account"(Parent) and second one is "Information"(Child). in that "Information" object have two field "balance" and "duedate" now at account level i want the total of all ...
1
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3answers
65 views

Can interdependent Rollups, Formulas and Triggers cause hard to reproduce bugs?

Let me try to ask this with out explaining my overly complicated case in detail. I have custom objects that heavily use formulas, rollup summaries and triggers. For the last days I am chasing hard to ...
0
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1answer
46 views

Roll up summary with Contact specific

I have a custom object Test__c with a formula field "Marks__c" and master detail relationship on Contact. I need to create a field on Contact which should give me sum of 'Marks__c field but should be ...
2
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1answer
56 views

Slow delete operation via integration

Integration Process taking much longer than normal. We have an integration process which deletes a few hundred thousand records in salesforce per day. Since last few days the process has got too much ...
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1answer
77 views

Opportunity Amount field rollup lifecycle

I recently experienced odd behavior where a trigger depending on the the Opportunity.amount field was not picking up the correct values from the amount field even though the context was after update. ...
3
votes
2answers
158 views

Can you force a recalc of fields via Apex?

Is there a way via code to do what this button does?
1
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1answer
112 views

Roll-up Summary fields not Recalc on import

We use DBAmp to import records from another system. Everything works fine except for when creating a new record. The record does not roll-up via the summary field on it's parent. Any ideas or other ...
1
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1answer
97 views

How to create a summary field on Opportunity to sum records on custom child object

Invoice line items are pushed against opportunities and I am trying to sum the total. I have tried a rollup summary field, which will not work due to relationship Has anyone done anything similar ...
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1answer
207 views

How do we calculate the average value of a field in a lookup relationship?

We have a lookup relationship between a meter (parent) and an index (child). We would like to calculate the average of all indexes, and then validate if the entered value of the index is not greater ...
2
votes
0answers
137 views

Negative COUNT Roll-up Summary Field

I have a declarative COUNT roll-up summary field that is returning Negative values after upsert operations. The roll-up summary COUNTS all fields where Checkbox = TRUE The roll-up summary's child ...
2
votes
1answer
137 views

Summarizing a joined report by an uncommon field

I am working on a joined report in which I want to summarize by a field that is available to one report block only. I have two blocks, i.e. two reports that I join. Help appreciated.
5
votes
1answer
1k views

Rollup summary of currency field using Apex Trigger

I have written an Apex Trigger to perform the rollup summary(sum ) operation..In the image "Total order Item value" field will be populated using trigger. And "Total Order Items" populates the value ...
2
votes
1answer
390 views

rollup fields on the object workaround

I know there is a limitation on how many rollup fields you can have on each object. And with the help of salesforce it is possible to increase the limitation. We have gone through the security ...
0
votes
0answers
232 views

Parent record trigger creating a child record and causes recursion

Let me explain the situation. We want to be able to create child records based on workflows attached to a parent object. This works fine, I have a before update trigger that creates the child record ...
0
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2answers
31 views

How to divide Oppo RSF field on Oppo Products into equal amounts based on # of Oppo Products

In opportunity line item/product we have custom field called break up fee ...which will filled if the opportunity is closed lost. In oppy we have a roll up field will calculate the sum of all break ...
4
votes
2answers
727 views

Date filter in child record while creating roll up summary field

Is there any way that we can put the date filter on child record (like created in last one year) while creating roll-up summary field? I want to count only those child records which are created within ...
3
votes
2answers
4k views

How to write a rollup summary trigger for a lookup relationship

Is there anyway to update a rollup summary field with lookup relation ship for a custom object. How can we achieve this using triggers ?
1
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1answer
348 views

How to avoid Parent Validation Rule Triggered by Child Record CRUD - RSF

I've got a validation rule on few fields on Account. I already escaped few roll-up summary fields by using not(ischanged(field__c)), but team just noticed that attaching record will trigger the ...
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1answer
101 views

Need a trigger that will return(rolls up) minimum value from child records to Parent Record

I have two standard objects Quote QuoteLineItem Each Quote may have one/more QuoteLineItems or maynot have any QuoteLineItems. Quote and QuoteLineItem are related with Master Detail Relationship. ...